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How to shift entire portfolio from one broker to another?

Discussion in 'Technical Analysis' started by sartajbagga, Sep 3, 2021.

  1. sartajbagga

    sartajbagga Member

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    Hello Good morning Shabbir sir and everyone.
    I have my trading accounts in Master Trust and another in Upstox.
    I want to shift my entire holdings to Upstox.
    Is there any way? Kindly guide. thanx
     
    sartajbagga, Sep 3, 2021
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  2. shabbir

    shabbir Administrator Staff Member

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    Yes there is a way to do it. There will be a transfer slip that you need to get from Master Trust. Then fill in the shares you want to move to the new DP and then they will facilitate the move. Get in touch with Master Trust for transfer slips.
     
    shabbir, Sep 4, 2021
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  3. sartajbagga

    sartajbagga Member

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    Ok thanx a lot sir..
     
    sartajbagga, Sep 4, 2021
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  4. shabbir

    shabbir Administrator Staff Member

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    The pleasure is all mine.
     
    shabbir, Sep 6, 2021
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